MWA

Meridian Wealth Advisors Portfolio holdings

AUM $704M
1-Year Est. Return 13.14%
This Quarter Est. Return
1 Year Est. Return
+13.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$376M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$2.16M
3
+$961K
4
T icon
AT&T
T
+$865K
5
APD icon
Air Products & Chemicals
APD
+$684K

Top Sells

1
+$10.1M
2
+$4.44M
3
+$1.87M
4
AAPL icon
Apple
AAPL
+$1.58M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.04M

Sector Composition

1 Energy 14.64%
2 Technology 13.43%
3 Healthcare 8.34%
4 Financials 7.75%
5 Consumer Staples 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$310K 0.08%
1,380
+108
152
$307K 0.08%
2,532
-75
153
$306K 0.08%
+1,485
154
$304K 0.08%
2,099
-244
155
$302K 0.08%
2,237
-100
156
$299K 0.08%
469
+133
157
$299K 0.08%
3,866
-38
158
$298K 0.08%
2,702
+14
159
$297K 0.08%
4,120
160
$289K 0.08%
884
+1
161
$282K 0.07%
1,846
162
$278K 0.07%
3,405
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163
$277K 0.07%
4,165
+13
164
$271K 0.07%
4,729
+324
165
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1,761
-215
166
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+3,210
167
$264K 0.07%
7,720
168
$259K 0.07%
4,090
-150
169
$257K 0.07%
540
170
$256K 0.07%
14,860
-14,470
171
$250K 0.07%
10,473
172
$248K 0.07%
+2,331
173
$243K 0.06%
2,070
-130
174
$241K 0.06%
1,797
175
$232K 0.06%
5,250
5 6
7
8 9